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insulated in this environment, they're going after a high income consumer with a decent value proposition. >> michael, obviously gas prices are a real factor here, they tend to sell at a loss, it affected the quarter, this quarter. is it your view that will continue to be at least an influence on results in 2013? >> yeah, that's the thing that oftentimes investors don't recognize that gas does influence costco. oftentimes they strip it out when they're talking a little bit about, when they're talking about what their earnings look like. i think it will be under pressure, although it's hard for me to imagine gas at $5 a gallon doesn't have more downside than upside and a quick comment, if i was unclear, i completely agree with the other guest. i think they are going after a high-end consumer that is trading down, as i think melissa correctly pointed out. they're going for nordstrom's consumer, looking to be more efficient. >> and yet at the same time, michael, just to ram home that valuation point, it's twice as expensive as for example target or walmart in terms of what you're paying for
point here is that people are desperate for some kind of growth in a low-growth environment. there's a company even though it is hard to categorize that's had notable growth. here's another company that's a play on the real estate industry. still right now $32.90 to $33. >> i think it is just going to be a couple minutes, folks. bear with us. >> couple minutes, bob. >> we've got a couple of companies very much on the move. i think this linkedin. very overvalued stock on an earnings basis -- >> you like linkedin. >> you want momentum, linkedin lass it. momentum obviously trumps at times valuation. people saying that the quarter could be much better than spefktespefk expected. johnson controls looks like to be the next one that's going to not be able to make the numbers. wells fargo goes buy to hold. europe, we've totally forgotten the fact that europe -- spain did get downgraded. >> it's funny we haven't mentioned that at all today. >> isn't that incredible? that was the dominant theme in europe that perhaps this downgrade is going to cause the spanish to say, listen, we do need the
trillion of dry powder just waiting to be used. do you expect in this environment with all of the uncertainty, the fiscal cliff, all of the issues we've been talking about all morning, that you can actually put all that money to work? >> for one, it's $1 trillion has been there for quite some time. it's not all of a sudden $1 trillion. it's been there for five, six, seven years so you typically have $800 million to $1 trillion of dry powder. the uncertainty is a good thing for private equity investments. you make the most of your money when you're doing things in uncertain environments so disique qudi disequilibrium is something people like us like. >> he doesn't seem to buy that the fiscal cliff is a big issue. i don't want to overstate it. >> it's a big issue. i think it's going to be resolved. i think everyone sooner or later does what's in their best interest, to resolve this problem. >> how are all of these issues, europe, china slowdown, fiscal cliff, what's going to happen to taxes, how is that impacting the way you're think being it. >> in any given period of time o
a stock that can generate tremendous multi-year gains. right now we're in an environment where there aren't a lot of companies with genuine rapid growth. but ulta salon and tractor supply, they have it in spades. they have the long-term secular growth that makes money managers salivate. they're like dogs at the dog tracks before they get the mechanical rabbit. anyway. let's start with ulta. here is a company that has 489 stores in 45 states. and we know these stores are doing very well, or at least in the united states. how do we know this? in the latest quarter ulta posted 8.93% in same-store sales. ulta plans to open 100 new stores this year, increasing told footage by 22%. that's what these managers are looking for. you might think that kind of expansion can't be sustained for very long. you'd be wrong. ulta believes they can have a 45% increase in the current store cap. that's what these managers like. that means the company still has a very long runway for growth and it's why investors have been lapping up the stomach stock all year. i think the stock can climb higher. even though wi
, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. >>> different strokes here. you want to be a good investor, you immediate to understand that manage your money requires more than simply being able to coldly analyze each new piece of data. look, we're not computers here. we're human. with all the weaknesses that entails. when you are running your own portfolio, you have to be able to compensate for those weaknesses. for example, after just a lousy week like the one we just finished, there's a natural urge to try to ignore -- >> the house of pain. >> nobody wants to watch the market go down. yet, the moment you stop paying attention, that's when you really do get crushed. that's when you lose it all. i know it's hard to keep doing the homework.
their heart condition and cholesterol is like? >> well, it has been a tough economic environment for all of us. so, we have been doing pretty well from a market share standpoint and it is really based on the innovations that we have delivered. we have brought some things to the marketplace. i mentioned packaging technology. first was our steaming technology. the cafe steamers in 2008 and healthy choice cafe steamers was the biggest new strproduct of t industry of that calendar year. since then the steaming platform has been well. we have introduced the bakeden tr trays. that uses smart trays which allows you to bake a product in the microwave than you would in an oven in equal qual taity. >> first, you tried to make a giant acquisition and private label. you have keyed on making the small but valuable acquisitions that are bringing things to the bottom line. you still have a great balance sheet even after the acquisitions that you have done. >> jim, we stepped back a couple of years ago and said let's have a clear roadmap. we looked in the mirror and said we need to transform this portfolio to
-rate environment is tough. the spread between deposits and loans narrowing. on the other hand there's pret good activity, housing is picking up, credit is getting better. as we look at the bank earnings we have to differentiate who is hit by that net interest margin issue and who can benefit on the other side. we look at citi and think they can report a good monday on positive-- monday so that could be positive. on the other hand bank of america facing pressures from the deposit versus lending squeeze. >> you told me citi was your top recommendation right now. tell us why? >> well, we look at citi and it's a bank that has not performed as well as some of those other tough ones like bank of america ts year. the one hand. on the other hand we think it's a great play on what the federal reserve is doing. when they put all this money into the economy they are 12i78ity-- stimulating housing. citi has problem relating to housing. they are stimulating emerging markets where citi is the strongest. >> all right, let's take a look at some of your other picks besides citi. you like goldman sachs. you have
in an environment like this one. where so many hedge funds are lagging the market and so few really hot growth stocks. these guys are fighting for their professional lives, people. so they know they can't afford to have their clients ask them, you moron, why didn't you own google or visa or amazon or vista ulta salon or tractor supply, sherwin-williams or diageo. i believe they have been anointed by growth oriented portfolio managers. if it's a really bad market it won't matter, but i had stay focused on the hot list between now and the last week of december. and that brings me to two new ones. the last anointed names that round out the series. two smoking biotech stocks that have been rallying like crazy. first one is alexion, up 56% for the year and gilead, up 66% over the same period. alexion is one of these orphan drug companies, solarus treats rare blood disorders, called pnh it can lead to anemia, clotting and death. when you have a drug that treats an ultra rare, often lethal condition with no known cure like alexion does, you can charge any price. what price can you put on a life? a ye
stop driving home here, owning expensive stocks risky in an environment when chipotle could be down 100 points. remember that day? that day changed my mind. rain in the risk, even if it means the reward will be crimped. unlike the movies, in real life, greed is bad. michael douglas and more importantly kirk douglas are huge fans of the show. i met them, i'm not kidding and i can just say as a kirk douglas fan, that's as great as it gets. i would link kirk's book if this were amazon, but it's a tv show. safeway meeting reports on thursday. so many -- this is the quarter. anyway so many people have tried to call the bottom in the stock, and all they have is thousands of shopping cartwheel rots on their backs. i'm thinking safeway will be like the checkout line, ten points or less. whole foods, not even that expensive when you factor in the growth rate. a re-enactment of safeway's quarter. okay. now, after the close thursday and this j.b. hunt transport, the trucking company, i don't spend enough time talking about how the truckers are doing. i'm used to the poor performance of a group i d
earnings are not correlated with the macro environment. ubs writes that alexion is a significant double-digit growth driver but uses the orphan drug model where pricing and reimbursement are insulated, the biotech is up a whopping 400% over the past three years. keep in mind this is a speculative takeout target. another standout stock, gilead sciences is up 70% year-to-date, ubs has it as its top large tech biotech pick, it's attractively trading to a discount to the biotech sector, biogen up 50% in the past year thanks to its strong earnings performance and anticipation riding behind its multiple sclerosis drug bg12 which could get approval by year's end. another is buyout speculation. the firms are on the hunt for under the radar biotech firms, bristol-myers among others making big bets. andrew you've been following that as well. >> thank you for that report. lot of beta. see if there's any alpha. >>> in the next hour of "squawk box" former ubs american chairman robert wolf will join us to talk financials, jobs and the election, mr. obama's favorite banker. and later health care, a ma
? are these resonant themes among the people who are buying stuff? >> it's been a tough economic environment for all of us. so we have been doing pretty well from a marketshare standpoint and it's really based on the innovations that we've delivered. we've brought some things to the marketplace that have markedly improved the quality of the food. i mentioned packaging technology. first was our steaming technology, the cafÉ steamers that were introduced several years ago. i believe it was 2008. healthy choice cafÉ steamers was the biggest new product of the entire industry of that calendar year. since then, those products, the steaming platform has done really well. we have recently introduced it, you just mentioned, the baked on trays. that's another packaging technology that uses smart trays, which basically allows the consumer to bake a product in the microwave in far less time than would take in the oven, with equal quality. so those kind of innovations along with moving into the desert to business on the healthy choice greek frozen yogurt have all helped strengthen that franchise. >> over the
in houston where the oil economy is pretty good. we know there are super low interest rate environments pushed boat loads of investors away from fixed income and then to stocks. my question is where does it end? obviously there is a limit on the amount of funds available to stocks. some investors will continue to hold cash. do you see downward pressure on stocks as the available cash dries up? >> first it ends for the texans on sunday night. that's against green bay. here's the deal. everyone has tried to look to this issue saying, listen, it's the bubble in yield going to pop. these companies haven't even started to raise dividends the way they can. they can borrow money in the public markets and buy back stock, increase the price of the stock, give you a bigger dividend. i think people are looking at this statically. how about if the dividend increases dramatically like it did for wearhouser tonight and other companies. the dividends are going higher. these aren't treasury bonds. they are organic. they live. just in time for the vice presidential debate p there was a great divide on t
good. we know our super rate environment has pushed boat loads of investors with fixed income incomes out of stocks. where does it end? there is a limit of the funds available for stocks. some investors will continue to hold cash. do you see future downward pressure on stocks as the available cash dries up? >> first, it ends for the texans on sunday night. anyway, that's an nbc gig with green bay. here's the deal. everyone's tried to looking through this issue. they all keep saying, listen, the bulb in yield is going to pop. the bubble in yield is going to pop. these companies haven't raised them the way they can. they can increase with buying back stock and increasing the price of stock. i think they will be ecstatic and saying the dividend isn't worth that much. how about if it increases dramatically like for warehouser and many companies. these are not treasury bonds, they are organic. they live. just in time for the vice presidential debate, there is a great divide on the street today. when animals attack, bulls and bears go at it again. i'm here to figure out who will win this ga
smith. he you may remember claimed that the bank had a toxic environment the where bankers referred to clients as muppets. the financial times is referring to an internal review found that weeks before smith's public resignation, he complained about his bonus and said he deserved to be paid more than a million dollars. the book, paid $1.5 million for the book. it's all a little -- >> we're saying it's all based on whether they call people muppets. that would be okay if you were doing -- fit's not beg bird, here we are talking about municipmuppe muppets. it's probably like not being client oriented, right? if they were doing everything for their clients but still calling them muppets, it wouldn't be an infraction, would it? >> if he was great for the clients -- >> could be a term of endearment. >> if i called you a muppet, how would you feel? >> i'm not one of those old guys in the balcony. i like those guys. andrew, what are the chances that braunstein goes to goldman and vineyard goes to jpmorgan zero. >> its it's like a wife swapping thing. >> vineyard is going to california to re
for reinvestment in a low-rate environment. so that margin unlikely to improve any time soon. but two reinvestments dimon is looking at, one is lower credit borrowers. dimon quoted a cliff created by basel iii that disincentivizes people with a lower score than 680. the other is jpmorgan's own shares. dimon saying the bank will reapply at the beginning of 201 to buy back its shares and should do, quote, substantial repurchasing next year and still hit those bazel three capital targets. finally, on litigation, dimon said he doesn't expect additional reserves to deal bear stearns. he made that quote again, melissa, again about how in future crises, this is setting a bad example for help of big companies like a jpmorgan to actually come in and help here. of course, he's referring to the new york ag suit, and those lingering liabilities there. but wouldn't go any further on that note. >> all right. kayla, thanks for that. let's dig deeper into the banks reporting today. it's wells fargo in addition to bank of america. bringing in thomas alonzo and anthony pell lini of raymond james. it appears to go th
said your plan will ket kill 700,000 jobs. i don't want to kill jobs in this environment. let me make one more point -- >> jim: let's let him answer the tacks thing for a moment. >> okay. >> well, we have had -- >> jim: about the idea in order to reduce the deficit, there has to be revenue in addition to cuts. >> governor romney has ruled out revenue -- [overlapping dialogue] >> the revenue i get is by more people working, getting higher pay, paying more taxes. that's how we get growth and how we balance the budget. but the idea of taxing people more, putting more people out of work, you will never get there. you never balance the budget by raising taxes. spain -- spain spends 42% of their total commo government. >> jim: okay. >> we are spenning 42% of our economy on government. i don't want to go down the path to spain. i want to go down the path of growth that puts americans to work with more money coming in because they are working. >> jim: but, mr. president, you are saying, in order to get the job done, it has to be balanced -- >> if we are serious, we have to take a balanced, re
%. but the real reason these stocks will be anointed is their genuine high growth names in an environment where because of the slowdown worldwide there are very few real growth stocks out there. sure, many stocks rat 252-week highs. but google and amazon are barn burners. they're so obvious that they're not going to be ignored. every fund that already owns them will be double do you think between now and the end of the year if history is your guide. plus, you got a nice google reversal today, which gives you a chance to do some buying. the charters are going to be calling it the son of apple. they're going to say this reversal today is now the beginning of the big decline, like it was with apple. hey, can we just decide that apple and google are different companies? why don't we start with this amazon. we know that this company is oriented in online retail powerhouse, the widest selection of products, lowest prices, fastest, cheapest delivery. amazon is a beloved company that has cultivated fabulous relationships with its customers, and most important, it's still taking market share all over th
in an environment like this one where so many hedge funds are lagging the market and there's so few really hot growth stocks. these guys are fighting for the professional lives, people. they know they can't afford to have their clients ask them you moron why didn't you own google or amazon or visa or master card? what's with you with the not having the ultra salon or the tractor supply? couldn't you see sher win williams, they were plain as day? these are all hot stocks that i have highlighted this week. i believe they have been anointed by these portfolio managers, and that makes them, well, the next best thing to unstoppable. obviously if it's a really bad market, it won't matter. i'm going to stay focused on all the hot list between now and the last week of december, and that brings me to two new ones. we have two last -- the last anointed names to round out the series. these are two smoking biotech stocks that have been rallying like crazy. first one is alexion, and that is up 56% for the year, and then there's gilead which is up 66% over the same period. alexion is an orphan drug company
the procedures. joe down in mission control is talking to you. you know you're in a hostile environment. and you cannot think about anything else. you have to be focused, otherwise you're going to die. >> reporter: i asked kitinger whose record from jumping from 102,000 feet has stood for 52 years, if he has a tinge of jealousy. >> he's advancing science and he'll do a great job. >> reporter: and that's key here. the records mean a lot. but what this team wants to get out of this is the scientific and aerospace advancements. they want to see if that suit that felix is going to wear is going to be the next generation spacesuit, to see if people can survive outside a space vehicle inside event of a malfunction. >> what a soir, brian, thank you. >>> you're in "the situation room." happening now, mitt romney says president obama is leading from behind. but he isn't the first to use that description. we have the reporter who heard it first from a member of the obama administration. >>> we also have inside information about vice president joe biden's preparations for his crucial debate with paul ryan.
considerable support to the department of state security posture in this uncertain and volatile environment. the sst's mission was to support and answer to the chief of mission in libya. i worked directly for the regional security officer. we provided security support, medical support, communications support, for every facet of security that covered the embassy. as the sst commander i had a seat on the country team. i was closely involved with the operational planning and support to the rsoes, security objectives. the embassy staff lived and worked together at two locations in, in tripoli and embassy property in benghazi. the sst supported security movements for diplomatic officers in and around trip lowellpy and other parts of libya as their work required. on two occasions i sent sst members to benghazi to support and bolster security at that location. the ss. it was closely integrated with regular diplomatic security agents working directly for the rso as well as mobile security deployment teams. i traveled to benghazi on two occasions with the rso. ones with the rso to evaluate the secur
of state security posture in this uncertain and volatile environment. e sst's mission was to support and answer to the chief of msion ib edre fhe on sitofr. provided security support, medical support, communications support, for every facet of security that covered the embassy. as the sst coder i had a s elnvd the country tm. pptoso,n security objectives. the embassy staff lived and worked together at two locations in, in tripoli and embassy property in benghazi. the sst supportedsecurity movements floc wender psr a their work required. on two occasions i sent sst members to benghazi to support and bolster security at that location. the ss. it was closely integrated with regular diplatic re fhes wentsorki oy t.eecy i el to benghazi on two occasns with the rso. ones with the rso to evaluate the security situation there and once to conduct some work for the defense attache's oice. i tre sndiin ta.rona respoed with ds agents in order to help provide medical and security assistance to wounded u.k. security personnel. i conducted a posattack investigation of the ambush or asslt rartwind
new alka-seltzer plus severe allergy it's hard to see opportunity in today's challenging environment. unless you have the right perspective. bny mellon wealth management has the vision and experience to look beyond the obvious. we'll uncover opportunities, find hidden risk, and make success a reality. bny mellon wealth management >>> a coordinated attack near a syrian government compound could be a major blow to the regime in damascus. lisa sylvester's monitoring that, some of the other top stories in "the situation room" right now. lisa, what's the latest? >> hi, wolf. it was a three-stage attack and it started overnight with a suicide car bomb, then a suicide bomb in an ambulance. then this. [ gunfire ] that barrage of gunfire was the last part of the assault near an air force intelligence compound outside the capital. the afi is the primary agency of syria's intelligence operation. experts say a lot of spying equipment would have been in that kind of compound. a shadowy jihadist group has now claimed responsibility. and police arrested this man and could arrest more after a brawl
. >> how hard is it in the hollywood environment that exists today, to put like real events that impact people's lives and havism pacted people's lives on the screen as opposed to the industry. how hard is it to get those out? >> i think most of the money is made in superhero ske r sequels. so in zradramas, you get on andd on and cable does great jobs, so some of those folks are staying home. and history itself is not a good movie. history is history. and best studied as such, i think. or people who write about it, for example. movies need to have drama. >> i'll tell you that opening scene brings you there, and i don't know because i watched it so closely as a child, but you are drawn into it. you feel like you are in there with them and you don't get out until the movie's over. it's amazing. i don't know how you did that in this day and age because movies are hard to get torques sell to -- >> the inspiration for that was and i don't liken myself to stephen spielberg, one of the great masters. saving private ryan, it starts the movie and pulls you in with that sequence, with revolutioni
emergency action saying we can add the winter blend. it's worse for the environment, so you normally don't sell it until october 31st. they're going to try to start early. you've got people spending 100 bucks to fill up their suvs. >> wow. all right. very good. thank you so much. we'll continue tomorrow. we appreciate it. we'll be right back on "morning joe." i love this time of year. it's like its own new beginning. it's all about change. the kids are going back to school, it's the perfect time to get back to you. to do something for yourself. a perfect time to join weight watchers. you spend your life taking care of others, why not take this time to take care of you? why not join weight watchers and start losing weight and feeling good, right now? you deserve it. you just gotta believe. [ female announcer ] join now for free. hurry offer ends october 20th. [ jennifer ] weight watchers. because it works. hurry offer ends october 20th. capella university understands back from rough economic times. employees are being forced to do more with less. and the need for capable leaders is greate
guys trying to get at you. and it's a hurried environment. >> but sometimes what might motivate someone if they thought that you were thinking about it. you just want to bolster his confidence. >> no, not bolstering his confidence. we think he's that good. he is that good. i wouldn't look at the numbers too seriously, 31 or 28. a quarterback's job ultimately is to win games. and mark sanchez has proven he can do that. and he can -- like he pulled out a game a few weeks ago at the last couple of minutes and played miami. that was an ugly game. >> you think the jets can beat some of the best teams in the league? >> i think we were very competitive in the last game. >> we were in there all the way to the end, we made some, a little few mistakes and that cost the game. >> -- tebow next year too? >> yeah, absolutely. he'll be with us for three years. and i think he's going to have -- he's going to be a real asset in helping us win games. >> do you know? is he still a virgin? >> i don't really go into that. >> just, you know, inquiring minds want to know. >> inquiring minds want to know. >> n
Search Results 0 to 41 of about 42 (some duplicates have been removed)

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